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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Mary Cluney who wrote (95227)1/7/2000 7:59:00 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "I am also positive that you will never convict Intel of inproper disclosures as I am sure they will drag out some quote that some executive made that now in hindsight can be clearly interpreted. But why go thru this nonsense?" Mary

Hi Mary,

I think Intel was speaking quite honestly when they said they weren't sure if they could meet demand. I heard the CC (I really stressed this in the CC notes I posted), and I bought more INTC because of the CFO's strong comment on this during the CC.

On a separate note, I am curious why Intel couldn't produce more though - wasn't the CC a long time ago - i.e. enough lead-time? I don't know enough about their fabs to understand this aspect. Paul or Process Boy?

Edit: I just found the answer in Paul's post: "remember, Intel's process time is about 9 to 11 weeks)"

Regards,

Amy J